Isaac is a Wealth Advisor with McGlone Suttner Wealth Management. He is a Registered Certified Financial Planner™ professional and a Registered Investment Advisor Representative.
He graduated from the University of Wisconsin-Whitewater with a Bachelor of Science Degree. As a highly driven individual, Isaac attained the Certified Financial Planner certification affirming his dedication to meeting the most exacting education, training, and ethical standards. This enables Isaac to provide his clients with prudent, tailor-made financial planning.
Isaac brings to McGlone Suttner Wealth Management his experience as a wealth advisor with an additional skillset in providing succession planning for small business owners. Synergizing his analytical and communication skills with his deep commitment to the client, he focuses on being a trusted touchpoint, guiding them along their financial journey. Isaac strives to help each client to develop a customized, investment management plan based upon their unique challenges and aspirations.
Isaac resides in Appleton and spends his love of the outdoors by hunting and trout fishing. He enjoys keeping active and staying physically fit and family travels make for wonderful memories. Community-minded and faith-driven, Isaac gives of his time at Pillars Adult & Family Shelter and Faith Lutheran Church.